Investment Advice

Investment Advice2018-11-09T23:15:35+00:00

Investments – A Brief Explanation

Please take a few moments to watch the video (1min 2 secs)

Where Do I Start?

Our investment experts have many years of experience in dealing with small and large investments. The procedure will always follow a similar path: We start by reviewing your needs and goals, decide how long you want to invest for, how much you want to invest, help you to build a plan then set up everything on your behalf.

Once everything is set up we arrange periodical financial reviews (usually annually) to show you how your investment strategy is progressing and discuss any changes to your plan as required.

Making the Right Choices

With so many options, how do you choose the right one for you? The sheer choice available can make investing seem incredibly complicated, even for people who’ve done it before. At Karrek Financial we can make investing your money simple and straightforward.

Our approach to investment advice is based on an understanding of your needs and how much risk you’re prepared to take. We can introduce you to worldwide investment opportunities from some of the UK’s leading fund managers. So wherever you decide to invest, you can be sure your money will be in professional hands.

If you are thinking of investing, why not arrange a chat with Andrew or Dan, our investment experts – Contact them here or call on 01637 853153 during office hours.

Please remember the value of investments and the income from them can go down as well as up and you may not get back the amount originally invested.

Meet Our Investment Experts

Andrew Turner

MSc, Cert CII, FPFS, Certs CII (MP & ER)

Chartered Financial Planner & Pension Transfer Specialist

Andrew is the Director, and launched Karrek Financial in 2004. He has worked in the Finance industry since 1981. He is highly qualified, achieving Chartered status in 2012 and became a Fellow of the Professional Finance Society in 2013. In addition, he holds a masters degree (MSc) in Financial Services and Business Management. Andrew is considered to be at the pinnacle of academic achievement within the Financial Services industry. He performs work as a Pension Transfer Specialist as part of his work as a Chartered Financial Planner, offering advice to clients from all parts of the UK.

When not at the office or meeting new clients Andrew likes to spend his spare time travelling, playing golf or flying around the UK keeping up his skills as a private pilot.

richard-olive

Richard Olive

B.A (Hons) APFS

Chartered Financial Planner

Richard worked for a number of insurance companies before joining Karrek in 2001. He recently gained chartered status (2016) and his areas of expertise include Investment Planning, Retirement and Pension Planning and Life Assurance. When not working Richard likes going to the gym and spending time with his family.

dan-best

Dan Best

MAAT, Cert CII (MP)

Financial Planner/Technical Support Consultant

Dan has been with Karrek since 2002. He specialises in technical research/analysis, report writing, cash flow modelling and compliance issues. He works closely with Andrew and Richard on all pension and investment related matters. When not working Dan loves playing golf and spending time with his family.

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